Â
Role Based AI Tool Use Cases
Â
Pick your role. Get proven workflows you can follow.
These use cases are short, practical workflows for specific roles. Each one shows the task, the starting prompt, and a simple step-by-step process using Copilot or ChatGPT.
Â
Pick your role and download the set. Enter your name and email to get the download.
Finance Accounts Receivable
Identifying Overdue Risk Patterns
Use case for Finance Accounts Receivable teams.Â
How to identify overdue customers, summarise exposure by region & highlight high-risk patterns with a starting prompt.
Tool:Â Microsoft Copilot in Excel.
Finance Operations
Writing Complex Commission Formulas
Use case for Finance Operations teams managing commission and bonus logic.
Copilot in Excel workflow demonstrating how to generate layered IF formulas with correct brackets from plain language instructions.
Tool:Â Microsoft Copilot in Excel
Marketing & Sales Leadership
Creating Executive Ready Charts
Use case for Marketing and Sales leaders preparing executive reports.
Copilot in Excel workflow showing how to build clean, board-ready charts from natural language prompts.
Tool:Â Microsoft Copilot in Excel
Marketing: Performance Mgnt
Adding Calculated Performance Metrics
Use case for Marketing teams analysing campaign performance.
Copilot in Excel workflow showing how to build calculated metrics such as cost per lead & conversion rate using prompts.
Tool: Microsoft Copilot in ExcelÂ
Procurement & Supplier Mgnt
Standardising Supplier Data
Use case for Procurement teams cleaning quotation and ERP exports.
Copilot in Excel workflow showing how to standardise supplier names and currency formatting for accurate comparison.
Tool: Microsoft Copilot in Excel
Regional Sales Leadership
Reducing Weekly Sales Review Time
Use case for Sales leaders reviewing weekly performance data.
Copilot in Excel workflow demonstrating how to filter, sort, and switch views instantly using plain language prompts.
Tool: Microsoft Copilot in Excel
